Leary R M & Co Inc (Platteville)

Name: Leary R M & Co Inc
Address: 17386 I 25 Frontage Road, Platteville, CO, 80651 9601
Telephone: 303-783-1000

Leary R M & Co Inc is a large advisory firm based in Platteville. It manages $17.6 million of regulatory assets for 157 client accounts. It has been registered with the SEC as an adviser since 2001.

Leary R M & provides security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Leary R M &: assets under management

The assets under management (AUM) of Leary R M & Co Inc is $17.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Leary R M & Co Inc for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Leary R M & Co Inc

Kathleen Leary Lee has been acting as President since 1 Oct 1984. Ellen Suzanne Allen joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kathleen Leary Lee	President	1 Oct 1984	50% - 75%	1039883
Ellen Suzanne Allen	Vice president	1 Jan 1990	25% - 50%	2311969

Based in Platteville

The principal office where Leary R M & Co Inc performs its advisory services is located at 17386 I 25 Frontage Road, Platteville, CO 80651 9601 The mailing address of the firm is Po Box 630, Mead, CO 80542 0630. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-783-1000 or by fax 970 535 6089. The normal business hours are 8:30am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.rmleary.com.